UBS Group
OTEX icon

UBS Group’s Open Text OTEX Stock Holding History

UBS Group’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-200
Closed -$4K – 8563
2015
Q2 		$4K Hold
200
– – ﹤0.01% 7982
2015
Q1 		$5K Sell
200
-1,400
-88% -$40K ﹤0.01% 8114
2014
Q4 		$47K Buy
+1,600
New +$45.4K ﹤0.01% 6554

Other funds holding OTEX

Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group's OTEX Position: Q3 2026 in Review

UBS Group increased its Open Text (OTEX) stake by 45% in Q3 2026, buying an estimated $7.91M and bringing the position to 1,080,780 shares worth $24.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

UBS Group first reported a position in OTEX in Q4 2014 and has held it in 48 quarters since. 152 funds tracked by Wall St. Rank hold OTEX as of Q3 2026.

  • UBS Group held 1,080,780 shares of Open Text worth $24.2M as of Q3 2026.
  • UBS Group bought 333,098 Open Text shares in Q3 2026, an estimated $7.91M.
  • Open Text made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2464 holding.
  • UBS Group first reported a position in Open Text in Q4 2014 and has held it in 48 quarters since.
  • 152 funds tracked by Wall St. Rank held Open Text as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.